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Accounting & BAck office support

“She [our accountant] has been an amazing addition to our team! A perfect fit.” – Jeanette C., MA nonprofit

 

Program Objective

Helping mission‑driven organizations find accounting partners with deep sector expertise and a commitment to outstanding service.

 

2026 Program Timeline

Winter–Spring 2026

  • Wrapping up the Fall 2025 Accounting Cohort  

Fall 2026

  • New Accounting Cohort Launch  

Our Accounting program meets you where you are at and connects you with high‑quality firms offering everything from basic bookkeeping, payroll, and/or taxes to fractional CFO and full back-office support.

Information sessions at 1 PM on September 28, October 6, and October 28.

The process is simple:

  1. Complete the interest survey by October 30.

  2. Host a Virtual Office Hour between November 9 and December 3.

  3. Review your bid results between December 9 and 15.

  4. Make a decision by April 1, 2027

  • Auditing & Financial Review Cohort (Pilot)

CPA is launching a pilot Audit & Financial Review RFP in response to strong demand. Information sessions at 1 PM on August 20 and September 10.

The process is simple:

  1. Complete the interest survey by September 18

  2. Review bid results between October 26–November 4

  3. Make your selection by January 15, 2027

 

Need a different timeline?

If these dates don’t align with your organization’s needs, we’d be glad to talk about how we may be able to support you. Reach out and we can explore options together.

 

Areas of Support

Core Accounting & Operations

  • Bookkeeping

  • Monthly bank and credit card reconciliations

  • Accounts payable (AP)

  • Accounts receivable (AR)

  • Payroll processing and payroll tax filings

  • Chart of accounts management

  • Month‑end close

Budgeting & Planning

  • Annual budgeting

  • Cash flow forecasting

  • Scenario planning and financial modeling for strategic decisions

Compliance & Reporting

  • Tax preparation (Form 990, 1099s, payroll tax filings)

  • Audit preparation support (PBC lists, schedules, documentation)

  • Charter school compliance reporting (e.g., OSSE, PCSB, state‑specific requirements)

  • Grant management and reporting

  • Federal/state/local program financial reporting 

Controller / Comptroller Services

  • Monthly financial statements

  • Variance analysis

  • Internal controls design and monitoring

  • Policy and procedure development

  • Accounting system setup and optimization

  • Staff training on financial processes

Strategic & Executive‑Level Support

  • Fractional CFO services

  • Financial thought partnership (capital campaigns, facility renovation or purchase, long‑term planning)

  • Board‑facing financial presentations

  • Risk management

Technology & Systems 

  • Accounting software implementation and migration (QuickBooks, Sage Intacct, etc.)

  • Systems integration (payroll, AP automation, donor systems)

  • Dashboard creation and KPI reporting

  • Data cleanup and historical corrections

Future Offerings 

  • Auditing and financial reviews

 

Still have questions? Missed a deadline? Shoot us an email.

accounting@cpa.coop